Matthew Dellaero (CRD# 6183991) is an Investment Advisor Representative working at Facet in Charlotte, NC and has over 7 years of experience in the finance industry. Matthew Dellaero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet | Baltimore, MD | Nov 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Aug 2016 - Nov 2023 | 7 |
| Matt & Wills Toys | Charlotte, NC | Jul 2017 - Sep 2017 | < 1 |
| Unc Chapel Hill | Chapel Hill, NC | Jul 2013 - May 2016 | 2 |
| Northwestern Mutual Life Insurance Company | Durham, NC | Jun 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- NC
- TX
-
Total Assets Under Management2,545MILLIONS
-
Total Number of Accounts24,977ACCOUNTS
-
Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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